Plan Snapshot
- Plan Sponsor: Sandstone Care Colorado, LLC
- Sponsor EIN: 474488925
- Sponsor Address: 7555 HAMDEN AVE, SUITE 103, DENVER, CO, 80231
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 450 | $8.0M | $915,303 | $1.2M |
| 2023 | 287 | $3.9M | $592,047 | $797,982 |
| 2022 | 219 | $2.3M | $403,218 | $556,205 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $33,104 | — | $33,104 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,104
- Estimated Expense Ratio: 0.415% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $115,896 | $1,438 | $114,458 | — | — |
| 2023 | $7,769 | $2,307 | — | — | — |
| 2022 | $4,836 | $4,834 | $2 | — | — |